Documentation Leader - PSG

GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth. Position Summary As an integral component of the GreatAmerica Portfolio Services Group (“GPSG”) leadership group, the GPSG Documentation Leader is responsible for driving strategic and operational improvements within the GPSG team to ensure adherence to agreed-upon client Standard Operating Procedures, while also working to drive the performance of their function forward. The Documentation Leader is responsible for training and developing the Documentation Specialists in GPSG, and provide guidance, mentorship, and accountability to the Documentation team members. This position partners with GPSG’s Business Unit leadership and GreatAmerica’s Corporate Functional leadership to ensure quality service and effective operations for all GPSG’s clients, challenging our current processes and technology to ensure operational excellence at every level. The Documentation Leader works with our clients to understand their servicing and business needs to deepen the relationship with the client and leverage the knowledge with potential new clients. Additionally, the Documentation Leader provides analytical support to the GPSG business unit leaders to support operating and strategic decisions. Results are measured through service levels, operational efficiencies, and effective leadership of the Documentation function. The Documentation Leader must follow and adhere to the GreatAmerica Principles and GreatAmerica Experience Standards. Essential Functions Support and drive strategic and operational improvements within GPSG Provide leadership and guidance, ensuring roles & responsibilities for team members are clearly defined and executed upon Ensure compliance within the function to the Standard Operating Procedures for GPSG clients Challenge and lead improvements within the function, team and business unit, including but not limited to, sponsoring and leading functional initiative projects and procedural changes Collaborate with operational departments to identify opportunities presented by our clients and follow improvements through to implementation Ensure the booking procedures and processes for GPSG’s diverse client base are accurate and updated appropriately Be an integral part of client onboards and client portfolio transitions including fully understanding the booking requirements and review of the client’s legacy data files to ensure their existing transactions and future bookings will be consistent in our system Build and maintain a strong partnership between the function and our clients Participate in onsite operational reviews and client visits as needed Ensure client service level agreements are met Attend monthly leadership meetings Have a strong awareness and understanding of the industry finance options and functional processes used within the team with an eye for efficiencies, effectiveness and overall quality control Accountable for Documentation metrics and benchmarks and ensuring the team is meeting them Work with GA functional leaders regarding best practices Functional training of new hires within the Documentation function, as well as training of tenured Docs team members based on the needs of the individual Work with Documentation team members to set individual goals and to create Personal Development Plans Complete performance reviews of Documentation team members (i.e. initial 90 day, 6 month, mid-year, annual, etc.) Point person for interviewing and hiring of new Documentation team members Audit (pre book and post book) files to ensure quality and accuracy Monitor and audit UCC filings to ensure accuracy and timeliness Book transactions when the need arises to ensure client expectations are met Effectively display solid leadership skills and the ability to influence without authority Create a team environment conducive to high performance and morale, consistent with GreatAmerica’s principles Act in accordance with GreatAmerica’s core values, serving as a role model and coach to others Position Qualifications Competencies For all GreatAmerica team members: Honesty/Integrity, Customer Oriented, Accountability, Tenacious, Communication Skills (Oral & Written), Adaptability. For this position: Service Oriented, Ethical, Competent, Achiever, Problem Solving, Empathetic, Team Oriented, Positive, Coaching Development, Leadership and Persuasive. Education Bachelor’s degree in business administration preferable but not required Experience 3-5 years Documentation experience or equivalent. Strong coaching and mentoring skills are required. . Skills and Abilities Computer Skills Microsoft Office Suite. Other Requirements Detail Oriented, Ability to Multi-Task, Decision Making, Collection Skills, Cross Training, Time Management, Accountability, Complaint Resolution, High Level of Written and Verbal Communication Skills, Customer Oriented and Resolution of Mathematical Errors. Bilingual candidates especially those fluent in Spanish, are encouraged to apply. You’ll work hard, you’ll have fun and you’ll enjoy a competitive total rewards package At GreatAmerica we offer a compensation program with market-competitive base pay and pay-for-performance incentives (bonuses) for all roles. We share rewards because we believe every single person here contributes to GreatAmerica’s success. But GreatAmerica’s total rewards extends beyond just a paycheck and is designed to enrich our team members’ personal and professional lives in many ways, including: Planning for Your Future: we set you up for long-term success through our competitive 401(k) plan with company matching and annual profit sharing. Your Leadership fast-tracking programs: if leadership is on your horizon, we’ve got your back. We have a Building GREAT Leaders program, Dale Carnegie programs, and we contribute to your development through our educational tuition assistance program. Prioritizing Your Health & Wellbeing: we support your work-life interests through programs like our gym reimbursement, employee assistance program, and many company sponsored events hosted through our GreatAmerica Network Group. Your Time Away: competitive time off and flexible working arrangements allow you to do your best work and take the time you need to decompress. We have 10 paid sick days a year, and if you don’t use it you can convert up to 70% into additional paid time off the next year. A strong organizational culture focused on our greatest asset: you! If your experience is close to what we’re looking for, please consider applying. Experience comes in many forms – skills are transferable, and passion goes a long way. We know that diversity makes for the best problem-solving and creative thinking, which is why we’re dedicated to adding new perspectives to the team and encourage you to consider applying if you feel you can make a strong impact in this role. Please note, this position is not currently eligible for sponsorship for employment authorization. At GreatAmerica, we’re looking to grow our business through our people. Are you looking to grow your career? If so, submit your application at www.greatamerica.com/careers. GreatAmerica is the largest independent, family-owned national commercial equipment finance companies in the U.S. and is dedicated to helping manufactures, vendors, and dealers be more successful and keep their customers for a lifetime. With a focus on the small ticket vendor and OEM finance channel we have partnered with some of the largest and industry leading companies in the Office Equipment, Communications, IT, Automotive, Construction, Healthcare, and Franchise market sectors. In addition to financing, GreatAmerica offers innovative non-financial services to help our customers grow. At GreatAmerica we enjoy the benefits of being independent and family-owned, fostering quick decision making, customer response and innovation. Established in 1992 our team has grown to over 650 employees and a portfolio of over $2.5 Billion. Our exemplary customer service, principle-centered business philosophy and team-based operating approach are key to our success and growth. With a strong balance sheet and consistent financial performance through all economic cycles, GreatAmerica has experienced amazing results and unparalleled growth. When you are part of the GreatAmerica team, you will grow professionally and work with some of the most talented finance professionals in the industry. There is no doubt in our minds we are building the greatest company of its kind, offering the finest products and services available anywhere. When you are part of the GreatAmerica team, you are part of the future, part of an opportunity to grow professionally and to reach your potential while enjoying your work.

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